Today more than ever, thorough estate planning should form part of your overall wealth management strategy. With blended family structures and multi-generational consideration, we can assist you.

Succession planning

You have spent years building your business, so you will need a well established succession plan to maximise its value. We can work with you through the options to make your business exit as smooth and successful as possible. A few things to consider:

  • Your time frame
  • Whether succession options can be found internally or in the market place
  • And the big one: how dependent is your business on you?

Talk to us today

John Cunningham | Director
Phone 02 9503 1100
Email john@mooncunningham.com.au

Colin Goldsmith | Head of Wealth Management
Phone 02 9503 1100
Email colin@mooncunningham.com